CompanyBook Support

Lists

Creating lists:

-In
the search area, search for companies or people with your chosen keywords

-For
a more targeted search, include additional parameters using advanced search
features. You can choose extra freeform keyword terms to include and even terms
that would exclude results (i.e. search for Apple, but not fruit)

oRefine
your results

§News triggers

§Industry

§Revenue

§Location

§Number of employees

§Founded year

§Contact data

-You
can create lists of companies or people you are interested in by checking the
boxes next to the companies or people returned in any search result. You can
also select up to 1,000 companies or people to include in any list by using the
‘All Companies’ or ‘All People’ tools just above the results

-Lists
you create can be named and saved. They will appear on the left side of your
personal dashboard

-Lists
can either be exported directly to CSV or Salesforce, or they can be saved to
your dashboard. (We advice you to save all lists to your dashboard before
exporting from the platform)

How to export company or people lists to CSV files from Companybook

- Two
different types of CSV files can be exported, one with five contacts included,
and one which is formatted to be uploaded to Salesforce. For company lists you
do not wish to import into Salesforce, we advice using the ‘CSV with 5
Contacts’ option

- Smart
Matches are the equivalent of hours of research, offering an intelligent list
of similar companies, and can be found on any company page. All Smart Matches
can be sent directly to a new or existing sales list, exportable CSV or to
Salesforce

How to export a company list:

-First,
create and save a list as per the instructions above

-Find
the list in your dashboard on the left hand side of the page, under ‘my lists’

-Click
on the list, and the companies saved in the list will be shown

-Click
on the ‘send all companies to’ box and select ‘CSV with 5 contacts (Excel)’

-You
will receive an email containing the CSV file to the address you use to login
to Companybook within a couple of minutes